Consulting & Coaching

Whether you are just getting started setting up your practice or are an experienced industry veteran, the Evolution team can provide consulting services that help you make the right decisions the first time and develop a plan of action.


All our coaching services are rooted in best practices based on years of experience. Examples of our consulting and coaching services include the following:

Setting up your financial advisor practice services by EFA
Setting up your practice
Financial Advisors operating efficiently and effectively
Operating efficiently and effectively
Using financial technology for financial advisors
Using our financial technology
Complinance review preparation
Preparing for compliance reviews
Optimizing the worflows in your fiancial advisory practice
Optimizing your workflow
Succession planning for financial advisors
Planning for succession and continuity
Devloping M&A strategies
Developing acquisition and merger strategies
Partnership with Financial Advisors
The team at Evolution Financial Advisors has been one of our most valuable partners in building our practice group. They provide a myriad of services from back-office administrative and compliance support to helping improve our operational efficiencies through technology.
Recently, Evolution’s leadership helped guide our acquisition of a large AUM practice from a senior advisor. The process took well over a year to lay the groundwork for a smooth client transition where Evolution provided guidance on a wide range of issues.
We seek input from Evolution as a valuable resource when making most business decisions.
Mark E. Kluge, CLU®, CAP®, AEP®, BFA™
BlueMark Advisors

Complimentary eBook:

Going Independent Doesn’t Mean Financial Professionals Have to Go It Alone: Top 10 Questions You Should Ask Large Enterprises/OSJs

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